The news: Netflix’s global ad revenues could surpass $6 billion next year, per Motley Fool analyst Daniel Sparks. The company projects 2026 ad revenues of $3 billion as of its most recent earnings results.

Behind the projection: Sparks cites a consistent increase in ad-supported viewers, growing ad revenues per user, and expansion into new countries to sell ads as the three key factors driving this growth.

• In the US specifically, Netflix’s ad-supported tier is seeing strong growth: We forecast Netflix will reach 95.6 million US ad-supported viewers this year and 101.6 million in 2027, representing 28% of the US population.